Updated: 401(k) Investing During Volatile Markets
Market volatility can cause even the most experienced investors to feel anxious, especially about their 401(k) accounts. Sudden downturns and ...
Retirement & Financial
Mergers and Acquisitions (M&A) Guide to 401(k) Plans – A Stock Sale
When M&A activity occurs, it is important to understand the impact it will have on your retirement plan. It ...
Sequoia, Carta, and Rippling Release Joint Report, “2025 Guide to Navigating Total People Investment”
Sequoia, Carta, and Rippling release report helping company leaders strategically tie their total people investment to people-related outcomes that matter ...
The Case for Active Management in 401(k) Plans
As a plan sponsor, one of your most important responsibilities is providing your employees with investment options that can help ...
IRS Releases 2025 Limits for Retirement Plans
On November 1, the IRS announced the new 401(k) plan limits for 2025. We’ve pulled together the key changes for employers ...
How a 401(k) Advisor Helps Retirement Plan Committees Support Employees
While a retirement plan committee’s focus is on its fiduciary responsibilities, it can also help employees become more financially ...
What to Know About Adding Collective Investment Trusts to 401(k)s
Thinking of adding a Collective Investment Trust to your company’s 401(k) plan? Learn about their advantages and drawback to ...
The IRS Announces New 401(k) Plan Limits for 2024
On November 1st, 2023, The Internal Revenue Service (IRS) announced the new 401(k) plan limits for 2024 in Notice 2023-751 Here are ...
Updated: 401(k) Plan Form 5500 Filing Deadline Approaches
Both small and large employers with a 401(k) plan must annually file an Internal Revenue Service (IRS) Form 5500, Annual Return/...
What Sequoia 401(k) Clients Need to Know: The Top 5 Takeaways from SECURE Act 2.0
SECURE Act 2.0 continues to dominate 401(k) plan conversations as employers wait on administrative guidance from both the Internal Revenue Service (...
Student Loan Legislation: What Employers Need to Know
Student loan legislation continues to evolve, impacting both employers and employees with student loan debt. In this blog, we address ...
DOL Proposes Changes to its Voluntary Fiduciary Correction Program for 401(k) Plans
On November 21, 2022, the Department of Labor (“DOL”) released proposed changes to its Voluntary Fiduciary Correction Program (“VFCP”), which is a ...